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Recorded Shows Cornerstone Planner

Financial Planning. Show #11

The Financial Planning section is the third section in our Cornerstone Planner.  In this video we discuss how you can use this section for your personal financial planning.   And also, you will learn what the fundamentals of financial success are and how to apply that to your plan.  Download here your free copy of the Cornerstone Planner.

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Categories
Recorded Shows Cornerstone Planner

Does your family have the information they need? Show #10

If something happened to you, would your family have the information they need?  Do they know important phone numbers, passwords, safe box codes?  Keep everything your family needs to know in the second section of our Cornerstone Planner, General Directives.  Watch this video as I walk you through this section of the planner with tips and ideas of what kind of information you may need to include.
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Categories
Recorded Shows Cornerstone Planner

Legacy Planning with the Brady Bunch. Show #8

We have some fun in this video discussing the first section of our Cornerstone Planner, legacy planning, with our favorite TV family, the Brady Bunch! Watch us LIVE every Tuesday on Facebook at 12:30pm!

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